Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.1KNew |
$492K - $1.53M
|
19.1K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.8K+ 220.1% |
$485K - $1.51M
|
27.3K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.5K+ 222.4% |
$477K - $1.49M
|
26.8K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.4K+ 3733.2% |
$476K - $1.48M
|
18.9K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.4K+ 200.0% |
$474K - $1.48M
|
27.5K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.8K+ 57.3% |
$459K - $1.43M
|
48.8K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
17.7K+ 201.14% |
$457K - $1.42M
|
26.5K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.7K+ 200.08% |
$456K - $1.42M
|
26.5K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
17.6K+ 216.93% |
$454K - $1.42M
|
25.7K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 201.34% |
$446K - $1.39M
|
25.9K
$703K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.3K+ 193.91% |
$446K - $1.39M
|
26.2K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
17K+ 187.61% |
$438K - $1.37M
|
26.1K
$707K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.8K+ 201.78% |
$433K - $1.35M
|
25.1K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
16.7KNew |
$430K - $1.34M
|
16.7K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16.5K+ 194.08% |
$425K - $1.32M
|
24.9K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.4K+ 200.0% |
$424K - $1.32M
|
24.6K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16.4K+ 209.14% |
$423K - $1.32M
|
24.2K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.4KNew |
$422K - $1.32M
|
16.4K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.3K+ 200.02% |
$420K - $1.31M
|
24.4K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16K+ 275.35% |
$414K - $1.29M
|
21.9K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
16K+ 208.36% |
$412K - $1.28M
|
23.6K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15.6K+ 197.95% |
$403K - $1.26M
|
23.5K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.5KNew |
$400K - $1.25M
|
15.5K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.4K+ 221.49% |
$398K - $1.24M
|
22.4K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.3K+ 592.32% |
$394K - $1.23M
|
17.8K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$391K - $1.22M
|
15.2K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.1K+ 198.6% |
$391K - $1.22M
|
22.8K
$618K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
14.9K+ 199.97% |
$383K - $1.2M
|
22.3K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.8K+ 1735.83% |
$382K - $1.19M
|
15.7K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 351.63% |
$380K - $1.19M
|
18.9K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.6K+ 200.0% |
$377K - $1.18M
|
22K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 110.49% |
$375K - $1.17M
|
27.7K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.4KNew |
$373K - $1.16M
|
14.4K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.4K+ 200.0% |
$371K - $1.16M
|
21.6K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
14.4K+ 175.19% |
$370K - $1.15M
|
22.5K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14K+ 183.04% |
$361K - $1.12M
|
21.6K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14K+ 203.98% |
$361K - $1.12M
|
20.8K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14K+ 200.0% |
$361K - $1.12M
|
21K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 200.24% |
$359K - $1.12M
|
20.9K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13.8K+ 199.71% |
$357K - $1.11M
|
20.8K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.8K+ 179.77% |
$356K - $1.11M
|
21.5K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.8KNew |
$356K - $1.11M
|
13.8K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.7KNew |
$353K - $1.1M
|
13.7K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
13.7KNew |
$352K - $1.1M
|
13.7K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 2.37% |
$351K - $1.1M
|
590K
$16M
|